Organize your client and company relationships
Keep client and company information in one place so you can instantly generate common documents, improve collaboration—and ultimately, offer a better client experience.
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Track company and employee data
Keep a list of your contacts and business law clients in Clio. Connect employees to companies, and see all of the contact details, documents, notes, matters, and communications logs connected to each. Make sure no followup, detail, or interaction is missed.
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Collect custom details and generate documents
Use online intake forms to collect specific information you need to set up a business client profile. Reference this information in standardized forms that you can use to instantly prepare documents for your business law clients.
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Use your favorite tools in one place
Log emails directly to a client’s communication folder from Outlook or Gmail. Use a business-specific integration such as Dealcloser to improve processes like revising contracts and agreements.
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Make the billing process a breeze
Use Clio’s business law software to streamline your time entry, legal billing, and payment processes. Spend less time trying to get paid, and more time on billable work.
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Track every billable minute—from anywhere
Add time entries from a timer, your mobile phone, or your inbox. Review calendar events, tasks, communication logs, notes, and documents for work that hasn’t been billed.
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Increase your collection rate with custom billing plans
Bill clients based on hourly rates or flat fees. Add custom payment terms, interest rates, discounts, and more. Make collecting fees and replenishing trust accounts easy with recurring credit card payments.
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Get paid faster and collect more
Offer a flexible payment option your clients want with our credit card processor, Clio Payments. Re-share bills for outstanding balances in one click, or schedule recurring payments to improve your collection rate.
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Frequently Asked Questions
What is Clio’s business law software used for?
Clio’s business law software is designed to help firms that work with businesses, corporations, and organizations manage client and company information, track legal matters. It also streamlines tasks like document creation, compliance tracking, and billing. By keeping all data and communications in one place, it improves collaboration, reduces manual work, and helps attorneys deliver a better client experience.
Can Clio help with business formation and compliance tasks?
Yes. Clio’s business law software lets you securely store and organize client and company details, track employee information, and collect custom data through online intake forms. This data can be used to quickly prepare standardized documents, integrate with tools like Dealcloser for contract work, and streamline billing and payments to keep matters moving efficiently.
Does Clio integrate with other communication or business law tools?
Yes. Clio integrates with over 250 apps and services, including popular communication tools like Outlook and Gmail.
Book a DemoIs Clio suitable for managing multiple business entities and client companies?
Yes. Clio lets you keep all your business law clients and companies organized in one place. You can connect employees to their respective companies and access all related contact details, documents, notes, matters, and communication logs in one central place. This helps ensure that no follow-up, detail, or interaction is missed, making it easier to manage multiple business entities and client companies efficiently.
How does Clio support billing for business law services?
Clio offers flexible billing options including flat fee and hourly rate billing, automated time tracking, recurring payment plans, and online payments to simplify the billing process.
Book a DemoCan I generate business law documents using Clio?
Yes, you can collect custom client information through legal intake forms and use it to automatically populate business law documents, saving time and reducing manual entry errors.
Book a DemoDoes Clio offer templates for business law documents?
Yes. Clio offers free, pre-built business law templates that help you draft board consents, NDAs, founders agreements, SAFEs, and other core corporate documents. These templates connect directly to your document-automation workflow.
Is Clio's law software built specifically for business formation and compliance law?
Although Clio Manage and Clio Grow may not be built specifically for different practice types, regardless of what practice area you’re in, lawyers like yourself have much to benefit from using legal practice management software like Clio. This is because with Clio, you can accomplish more—from one central place.
Not only will you be able to communicate effectively with clients from anywhere, Clio can also help keep your cases and documents organized. With Clio, you can do more billable work, take the guesswork out of business decisions, and deliver the service your clients want.
With Clio Grow, you can attract and retain new clients online—even while working remotely. Clio Grow lets you automate your client intake process, schedule consultations and accept payments online, and automate emails and redundant tasks.
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See how Clio's business law software will help your law firm get organized and practice more efficiently.